Expert views
Commentary submitted by Matt Britzman in their own words.
Back to profileBarclays stock slides more than 3%
Barclays is less exposed than some, given it targets higher-quality borrowers, which naturally have lower rates.
Beijing reportedly asks companies to halt Nvidia chip orders
US export approvals may open the door, but geopolitics decides how far companies can step through it.
Gold price rises
For now, gold is wearing the crown as the market’s preferred insurance policy against both political risk and policy surprises.
SpaceX could become one of the biggest IPOs in history
A monumental moment for markets, fans of Elon Musk, and anyone who’s been watching the next generation of the space race unfold.
Ashtead posts steady results
Softer conditions in the key US market continues to weigh, but lower interest rates and resilient mega-project activity could turn the tide.
Trump clears the way for Nvidia to sell chips to China
The bottom line here is that Nvidia doesn’t need China sales to post a mammoth 2026.
Paramount sparks takeover battle for Warner Bros with £81.3 billion hostile bid
The streaming wars just got messier.
Salesforce investors need patience as sales catch up
Overall sales came in slightly below expectations, but demand trends looked healthy with solid growth in bookings.
HSBC appoints Brendan Nelson as group chairman
The seat is filled, at least for now, so this should not have a major impact on shares.
Bank of England to loosen post-financial crisis capital rules for banks
The UK’s seven biggest banks sailed through the latest stress test, reaffirming their resilience and earning a regulatory nod to ease capital buffers.
Nvidia’s results ease concerns over AI boom
While AI valuations are dominating the news feeds, Nvidia is going about its business in style.
Aviva nearly doubles target for cost savings from Direct Line takeover
Cost savings are well ahead of expectations at £225 million and a chunk of capital is expected to be freed up by 2026.